Wall Street Unplugged
Episode: 527June 23, 2017

Frank Holmes: The “Moneyball” Gold Approach

Frank Holmes

Welcome back to another episode of Wall Street Unplugged.

As some of you know, there’s an extremely rare circumstance surrounding one of the most successful financial products ever created…

The VanEck Vectors Junior Gold Miners ETF (GDXJ).

It’s an opportunity frequent guests like Marin Katusa and Rick Rule have been raving about…

In short, because this ETF grew so big, so fast… it became a main influencer of the junior gold miners market — a catalyst completely against the norm.

Only days ago, the fund went through a major “rebalancing”… causing share prices of multiple well-managed, profitable junior miners to fall sharply — a pullback that has nothing to do with the companies themselves.

This is why industry experts have been pounding the table on junior miners…

As my good friend and today’s guest, Frank Holmes, explains… this “fire sale” has left investors the opportunity to purchase companies with incredible growth prospects at a huge discount… in a market that’s already in the midst of a downcycle.

Holmes breaks down this developing story, along with the current state of the junior mining sector (and his favorite foreign investment).

But it gets better…

Holmes announced that his team, U.S. Global Investors, are gearing up for the launch of an entirely new ETF.

If you’re familiar with Holmes’s work, you know all about his recent success in the world of ETFs (Exchange Traded Funds). He recently launched JETS – the most popular go-to airliner ETF in the market today.

Holmes created the fund in 2015, before anyone was even looking in that direction…

Investors that stuck with JETS from the beginning have safely booked gains of over 30% in less than 24 months.

And just like JETS, Holmes’s newest venture is being launched in the middle of an out-of-favor down cycle…

Leaving listeners with yet another chance to invest in a basket of stock with very limited downside risks.

What’s his latest focus?

A sector that Holmes knows more about than anything else…

Gold.

And with the recent blow-up of GDXJ… “the timing couldn’t of been better.”

On the show, Holmes explains his newest fund and its unique portfolio concept — something he calls the “moneyball” strategy. And how it could be a game-changing investment tool for anyone interested in the sector going forward.

Good Investing,

Frank Curzio

To read the entire show transcript (pdf)Click Here

Links & Resources

Stocks Mentioned

  • Seabridge Gold (SA)
  • AngloGold Ashanti (AU)
  • Rio Tinto (RIO)
  • US Global Jets ETF (JETS)
  • International Business Machines (IBM)

What’s really moving these markets?
Get free daily updates
More Wall Street Unplugged

Should you buy stocks during the Iran War?

Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis… Lessons from Jim Cramer… And a uranium stock that could easily surge over 250%.

Iran War

How to invest for the Iran War

War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade.

Netflix

Netflix is a screaming buy—thanks to politics

Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge.

This megacap is a steal at current prices

This household name could surge 50% this year. Plus, why software stocks are getting rerated… Bullish moves from ServiceNow (NOW) insiders… Key takeaways from the Trumps' World Liberty Forum… And 13Fs from Buffett, Tepper & Druckenmiller.

Best small cap stocks 2026

My 3 favorite small caps for 2026

3 small caps for 2026: A data center play… A company tokenizing gold… And a public safety stock ready to surge. Plus, what could crash the market in 2026… Truflation… Rare earth stocks… And much more.